Have a look before going to bed!Oriental wealthThe net sorted out heavy news in the evening, hot sector news and listingsCompany AnnouncementAnd other information for investors’ reference.
To tell the situation of the A stock market today:
The three major A-share indexes closed down: the GEM index fell more than 1%, and the chip sector plummeted
The three major A-share indexes collectively closed down today, of whichShanghai IndexFell 0.24% to close at 3516.30 points;Shenzhen Component IndexFell 0.69% to close at 14,799.03 points;Growth Enterprise Market IndexThe trend was weak, with a drop of 1.22%, to close at 3345.13 points, and the daily K-line closed for three consecutive negatives. The turnover of the two cities reached 1.29 trillion yuan, the industry sector went up and down, and the chip sector plummeted. Northbound funds sold 1.238 billion yuan today.
Historic moment! A-share turnover exceeded one trillion for 18 consecutive days, only once in history: super bull market! The brokerage earns 300 million a day!
On August 13, the size of the A-share index continued to diverge. The Shanghai Stock Index fell 0.24%, the ChiNext Index fell 1.22%, and individual stocks in the two markets had more reds and greens. The turnover exceeded 1.2 trillion yuan, and the 18th consecutive trading day exceeded one trillion yuan. Yuan. In the history of the resumption of A-share transactions, except for the big bull market in 2015, the turnover exceeded the trillion yuan for the 17th consecutive day in July last year, which means that the turnover exceeded the trillion yuan for the 18th consecutive day from July 21 to August 13 this year. Has broken the second record in last year’s history, second only to the 2015 bull market.
The chip concept “shut down” star stocks plummeted one after another, but brokerages said that stock prices still have room for improvement
On August 13, the chip concept index plummeted, and some star stocks plummeted. in,Zhaoyi InnovationFell more than 8%,Fuman ElectronicsFell more than 7%,SMICFell nearly 6%. The Beijing Capital Securities research team believes that despite the sharp decline in many semiconductor stocks, the stock market has not yet shown signs of ending. The company’s profitability is improving, and there is still room for improvement in stock prices and valuations.
Dragon and Tiger List: 520 million yuan to grab Han’s Laser foreign investment to buy 7 shares net, institutions buy 16 shares
On August 13th, on the listLonghubangIn individual stocks, fundsNet inflowThe most isHan’s Laser, Is 524 million yuan. The data shows that the stock’s daily daily limit closed, with a turnover rate of 11% throughout the day. Specifically,Shenzhen Stock ConnectNet purchase of 178 million yuan. Institutions’ participation in the Dragon and Tiger List involves a total of 40 shares, of which 16 shares were bought by institutions.Yonghe sharesThe most bought-in was 203 million yuan. The other 24 shares were sold net by institutions,Zhaoyi InnovationThe most sold was 751 million yuan.
Resumption of 84 daily limit stocks: hydrogen energy daily limit tide Zhaoxin shares 9-linked board
Today (August 13th), the size index continued its divergence trend, and the turnover exceeded 1.2 trillion yuan, which was the 18th consecutive trading day that exceeded one trillion yuan. On the disk, phosphorous chemicals, titanium dioxide, and organic silicon were among the top gainers, and Hongmeng Concept, semiconductors, and MCU chips were among the top losers. Today, there are a total of 84 stocks’ daily limit, which is 3 shares less than the 87-share daily limit of the previous trading day. Among Shenwan’s 28 first-level industries, chemical and leisure services led the two cities.
ChiNext Index fell 1.22%, 62 shares including Mingtai Aluminum and Tibet Everest hit a record
On August 13, the Shanghai Composite Index closed at 3516.30 points, down 0.24%; the Shenzhen Component Index closed at 14,799.03 points, down 0.69%; the ChiNext Index closed at 3345.13 points, down 1.22%.Oriental wealthChoice dataShows that today, 62 stocks’ intraday stock prices hit record highs, includingMingtai Aluminum、Mount Everest, TibetWait.The data shows that today, 5 stocks’ intraday stock prices hit record highs, includingSouthern AuroraWait.
Heavy evening news:
The Office of the State Council issued a document!Increase incentives for scientific researchers to attract private capital to support technological innovation and entrepreneurship
The General Office of the State Council “Several Opinions on Reforming and Improving the Management of Central Financial Research Funds” was officially released on the 13th, further motivating scientific researchers to produce more high-quality scientific and technological achievements and make greater contributions to achieving high-level scientific and technological self-reliance. Including a number of important measures: to expand the channels of financial investment in scientific research. Give full play to the leverage and guiding role of fiscal funds, guide enterprises to participate, play the role of financial funds, and attract private capital to support technological innovation and entrepreneurship.
7 special teams strike out! 19 sci-tech innovation board offline investment institutions were punished for illegal quotations!
On the evening of August 13th, the Shanghai Stock Exchange publicly released the results of penalties for illegal quotations from offline investors on the Science and Technology Innovation Board.From the perspective of supervisory measures, the Shanghai Stock Exchange has issued 5 supervisory warning letters this time, includingfundThe management company took supervisory talks and issued written warning supervisory measures.InsuranceThe company and three private equity fund managers have adopted written warning and supervision measures, and the relevant warning letter has been published on the official website of the Shanghai Stock Exchange.
The Legislative Affairs Committee of the Standing Committee of the National People’s Congress: The proposed law clarifies that family education service institutions are “non-profit”
Zang Tiewei, spokesperson for the Legislative Affairs Committee of the Standing Committee of the National People’s Congress, said at a press conference of the Legislative Affairs Committee of the Standing Committee of the National People’s Congress on August 13 The 30th meeting of the Association was held in Beijing from August 17th to 20th. Among them, the 30th meeting of the Standing Committee of the 13th National People’s Congress will consider the State Council’s proposal for reviewing the draft amendments to the Population and Family Planning Law. The main provisions of the draft amendment to the Population and Family Planning Law include the deletion of provisions that are not compatible with the three-child policy.
After the electricity price reform is the water price?National Development and Reform Commission revises water price management measures to highlight water supply quality requirements
Recently, the National Development and Reform Commission and the Ministry of Housing and Urban-Rural Development revised and issued the “Urban Water Supply Price Management Measures” and the “Urban Water Supply Pricing Cost Supervision and Examination Measures.” Localities can also implement a two-part water price that combines the capacity water price and the metered water price according to local actual conditions. The capacity water price is used to compensate the fixed cost of water supply, and the metered water price is used to compensate the operation and maintenance costs of the water supply.
China Financial Exchange: halving the delivery fee for stock index futures and treasury bond futures from August to December 2021
After research and decision, from August 16, 2021 to December 31, 2021, the delivery fee for stock index futures and treasury bond futures will be halved.
Shanghai Land Market Announces The Second Batch of Centralized Land Supply Announcements Will Be Postponed to September
The second batch of residential land in Shanghai is planned to be sold in August-Septemberannouncement, And released an information preview on July 30. According to relevant work requirements, in order to steadily advance the centralized transfer of residential land in this city, the second batch of residential land will be announced in September.
The China Securities Regulatory Commission notified the on-site inspection of the twenty-eighth batch of first-issuing enterprises
In January 2021, the Securities Association of China organized and implemented the 28th lottery of the first-issuing enterprise information disclosure quality spot check. At present, the China Securities Regulatory Commission has completed the on-site inspection of this batch of IPO companies. The inspection objects include 7 IPO applicants, including 1 on the main board, 3 on the Sci-tech Innovation Board, and 3 on the Growth Enterprise Market. The relevant situation is now notified as follows.
my country’s new energy vehicle sales in the first 7 months surpassed the whole of 2020
The person in charge of the Department of Consumption Promotion of the Ministry of Commerce stated on the 13th that from January to July, my country’s automobile consumption generally maintained a stable and positive trend. Among them, the sales of new energy vehicles reached a record high, and the volume of used car transactions and the recycling of scrap motor vehicles increased significantly. The data shows that from January to July, the sales volume of new energy vehicles by manufacturers was 1.478 million, exceeding the full-year level of 2020. In July, sales of 271,000 vehicles, an increase of 1.6 times year-on-year, refreshed a single-month historical record.
Hot sector stocks:
Enterprises accelerate their deployment in the hydrogen production industry!Related equipment manufacturing companies are expected to take the lead
More and more companies are accelerating their deployment in the hydrogen production industry, and related equipment manufacturing is expected to take the lead. A reporter from the Shanghai Securities News learned from the industry that the advancement of the hydrogen production industry from water electrolysis this year has brought about an increase in equipment demand. At present, many manufacturers, including hydrogen energy companies, are considering cutting into equipment lines such as electrolysis cells. The competitive landscape in the field has an impact. Reports predict that the electrolyzer market will double this year and reach at least 1.8 GW in 2022.
The culprit has been found! Will the hottest track of chip stocks be “cool”?
New Era Securities stated that it is expected that in the future under market control, the price of automotive chips is expected to stabilize, intermediate links will be reduced, the upstream and downstream supply chains will be improved, and the future automotive chip output will be superimposed, and the long-term development burden of the industry will be reduced, which will help the industry. healthy growth.
Seed industry as the “chip” of agriculture!The list of high-quality leaders is comprehensively sorted out
The Pacific OceanSecurities mentioned that the economic boom is superimposed on favorable policy blessings, and high-quality leaders are recommended. According to relevant statistics, the progress of seed sales in 2021 is faster than in previous years, and seed prices have remained stable compared with previous years. Among them, corn, early rice, and soybean seeds have risen slightly. The increase in the price of corn, early rice and other seeds is mainly driven by cost and demand. It is expected to continue to rise in the next 2-3 years.
Is the military union the next new energy source?Focus on the subdivisions and the list of individual stocks
Debon Securities mentioned that since the second half of the year, as market uncertainty has intensified, the military industry has benefited from solid fundamentals and good policy compatibility. As the market’s understanding of the military industry continues to deepen, the military industry is expected to emerge a wave of “long cattle.”Looking ahead, we expect that as more military industry companies gradually disclosePerformanceIt is predicted that the industry’s prosperity will be further fully verified.
The theme strategy of the eight major brokerage firms: Pay attention to the historic investment opportunities of new energy and new materials!The list of beneficiary stocks is here
Cinda Securities stated that in the context of the “dual carbon” target, it attaches importance to the historic investment opportunities of new energy and new materials. Focus on new energy metals (lithium, cobalt, nickel, rare earth) and low-value industrial metals (copper, aluminum, etc.) with strong demand and weak supply patterns, as well as new metal materials that benefit from industrial upgrading and domestic substitution.
Selected announcements of listed companies:
Yan’an Bikang: Subsidiary will supply lithium hexafluorophosphate products to Enchem of South Korea
Yan’an Bikang(002411) On the evening of August 13th, it was announced that Jiujiujiu Technology, a holding subsidiary, signed a “Long-term Strategic Cooperation Agreement” with South Korea’s Enchem Company. The two parties negotiated to determine the supply and purchase of lithium hexafluorophosphate products. Jiujiu Technology promised to supply the latter with no less than 432 tons from July 2021 to December 2022; the supply of no less than 1,200 tons in 2023; January 2024 From December to December 2025, the supply shall not be less than 4800 tons.
Yongtai Technology: 150 million yuan to acquire 15% equity of Yongtai High-tech to increase lithium battery and other materials business
Yongtai Technology(002326) announced on the evening of August 13 that the company intends to acquire 15% equity of Yongtai High-tech held by Yongjing Technology for 150 million yuan.After the completion of the acquisition, the company will hold a 75% stake in Yongtai Gaoxin, and Yongjing Technology will no longer hold Yongtai Gao.New crotchright.Yongtai TechnologyAccording to the introduction, lithium batteries and other materials are one of the company’s key business sectors, and Yongtai High-tech is an important carrier of this sector’s business. The acquisition is conducive to further improving the company’s industrial layout.
Open-pit coal industry: Plan to develop and construct Chunhua China Nuclear Power’s 100,000 kilowatt wind power project
Open-pit coal industry(002128) On the evening of August 13th, the company announced that the company intends to acquire 100% of Shaanxi China Nuclear Photovoltaic Company at a price of 189,800 yuan, and continue to develop and construct Chunhua China Nuclear Power’s 100,000-kilowatt wind power project. The project estimate dynamic investment of 645 million yuan, EPC total contractcontractIts supplementary agreement stipulates that the general contract price is 635 million yuan.
The vast number of special materials: Plans to invest 2.2 billion yuan in the construction of core precision parts and components for large-scale high-end equipment
The vast number of special materials(688186) In the evening of August 13, it was announced that it decided to take the wholly-owned subsidiary Xinsheng Zhizhi Company as the main body of the project and invest 2.2 billion yuan in the construction of precision parts and components for the large-scale gearbox parts of wind turbines and other precision mechanical parts. For finishing production, the estimated construction period is 24 months.
*ST Jinzheng: Obtained the phosphate mining license, the production scale is 2 million tons/year
*ST Jinzheng(002470) In the evening of August 13, it was announced that Guizhou Jinzhengda, a wholly-owned subsidiary, obtained a mining license issued by the Guizhou Department of Natural Resources through a transaction of exploration and mining. The mine name is Malucao Phosphate Mine, Weng’an County, Guizhou Province. 2 million tons/year.*ST JinzhengSaid that this matter can effectively guarantee the stable supply of phosphate ore required by Guizhou Jinzhengda’s production and help reduce the cost of raw materials for Guizhou Jinzhengda.
Feilong shares: Become the designated supplier of electronic water pumps for Hezhong Auto related projects
Feilong shares(002536) In the evening of August 13, it was announced that today it received Hezhong Auto’s “Designated Notice”, and the company became a designated supplier of electronic water pumps for Hezhong Auto related projects. The planned mass production time of the project is 2022, and the estimated sales income is 40-50 million yuan. Hezhong New Energy Automobile Co., Ltd. owns the “Nezha” automobile brand, and it owns Nezha UPro, V and other models.
Kodak Manufacturing: US$162 million to expand local production capacity in Africa
Kodak Manufacturing(600499) On the evening of August 13th, it was announced that the subsidiary Tilemaster will be the main investment entity to use the profits of the African ceramics sector in previous years to increase investment in local production capacity in Africa. The total investment is 162 million U.S. dollars. The specific projects include: Ghana Building Ceramics Production Project Phase IV, Cameroon Building Ceramics Production Project, Côte d’Ivoire Building Ceramics Production Project Phase I.
Sai Microelectronics: Cooperation in the field of 8-inch wafer foundry for RF filter chips
Sai Microelectronics(300456) On the evening of August 13th, it was announced that the holding subsidiary Cerex Beijing signed the “Strategic Cooperation Framework Agreement” with Egmins and Wuhan Minsheng, which will be carried out in the field of 8-inch wafer foundry for RF filter chips. Related cooperation projects. All parties will jointly build a customized dedicated production capacity that can fully meet the needs of M0 product OEM manufacturing, including the implementation of the equipment list required for the production line and the layout of the ultra-clean room decoration.
Guotong shares: Signed a wind farm concrete tower construction contract
Guotong shares(002205) On the evening of August 13th, the company announced that the company received the “Contract for the Construction of Concrete Tower of Jinhai Chabei 50MW Wind Farm” signed with Jiangsu Jinhai Wind Power Tower Technology Co., Ltd. The contract amount was 22,026,500 yuan. The signing of the contract signifies that the company has entered a new industry, and the company can meet the needs of the project in terms of manpower, technology, and production capacity. This contract amount accounts for 2.53% of the company’s total operating income in 2020, and is expected to have a positive impact on the company’s 2021 operating results.
A-share market outlook research and judgment:
Institutional market: Two factors affect the trend of the A-share market and continue to tap the low-level supplementary plate
In the near future, if we see the start of blue chips, we cannot say that the market for blue chips has started; and if we see the differentiation of technology stocks, we cannot say that the market for technology growth stocks is over. What’s more, the market is still expected to switch back and forth between the two. If you encounter turmoil, you must beware of a common decline. There have been small “splashes” in the market this week, and the volatility may increase next week. Pay attention to the “big waves”!
Xiangcai Securities: A-shares have already undergone tremendous changes, and their thinking will be eliminated if they remain unchanged!
The overall performance of the market this week was stable. The Shanghai Stock Index rose slightly, and the ChiNext was adjusted slightly. The overall performance of the two major indexes was benign. However, the popularity of individual stocks is still going on. .
Hexin Investment Advisor: Agriculture skyrocketing, technology ebbs across the board
There is no big problem with the market. If you sell high and buy low in the operating rhythm, there will be good returns. As for the market style, there is no switch, so you can buy low and high, but don’t chase the low. In addition, the performance is in the intensive announcement period. So be careful about the short-term damage to individual stocks caused by performance that is not as good as expected.
Rongwei Securities Liu Sishan: Index will still fluctuate
The pressure on the intensive trading area above the index is manifesting, and the continuous rebound of the stock index is still not able to effectively enlarge the trading volume. We should pay close attention to the changes in the market trading volume. Operationally, you can sell high and buy low, control your position well, and avoid poorly performing stocks and junk stocks.
Yuanda: The index continues its differentiation trend and pays attention to the low potential direction!
From an index perspective, after the Shanghai Stock Exchange Index tested the 3500-point integer support for the first time today, it is not yet clear that it has reached the bottom successfully. If there is no new long-term momentum in the market next week, and the funds on the market cannot form an upward force, I am afraid that the Shanghai index may still have a second test for the integer support of 3,500 points. After the GEM index broke down through the 3400 point integer support, the short time-sharing structure bottomed out and is expected to usher in an upward rebound next week. The first target of the rebound is to look at the 3400-3450 point range.
Deutsche Securities Co., Ltd.: Short-term downtrend or exchange of positions in the process of forming a retracement
As my country continues to open up to the outside world and the relatively good return on RMB assets is attracted, the strong magnetic attraction effect of the domestic market will continue to appear. The confidence and trend of foreign capital to invest in the Chinese market in the medium and long term and increase the holdings of RMB assets is improving. As the interim report is released one after another, the interim report is coming to an end. The growth sector may be the main focus in the later period.
Bairui wins: the market has stepped on three consecutive days to sell more pressure
Technically, the late index closed a long upper shadow line, indicating that the market is still digesting the selling pressure. At present, the index has been blocked for three consecutive trading days. It can be seen that the upper selling pressure is strong, but as of now, The support of 3500 points continued to be effective, so the market is still a shock order within a reasonable range.
Qian Kun Investment: This main line officially announced its withdrawal from the stage. This gameplay is making a comeback again
There are still two major camps, mainline and non-mainline. The chip semiconductors in the mainline were weak yesterday, and today they fell again and announced their official withdrawal from the stage. The remaining two, currently the big brother is still lithium batteries, and the second brother is photovoltaic or energy storage. It’s okay. The name of the non-mainline is oversold rebound. Whether it is pork, agriculture or consumption, everyone belongs to the same camp.
(Article Source:Oriental wealthResearch center)
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